8月8日成交笔数环比增幅居前个股 | 证券代码 | 证券简称 | 日涨跌(%) | 笔数 | 环比(%) | | --- | --- | --- | --- | --- | | 002148 | 北纬科技 | -8.78 | 196949 | 5997.49 | | 000488 | ST晨鸣 | 0.00 | 27275 | 1249.58 | | 002353 | 杰瑞股份 | 2.42 | 73576 | 791.07 | | 603767 | 中马传动 | 2.13 | 118579 | 741.16 | | 002981 | 朝阳科技 | -4.68 | 33304 | 571.86 | | 603227 | 雪峰科技 | 6.90 | 38496 | 510.47 | | 002377 | 国创高新 | -3.56 | 44473 | 452.87 | | 301658 | 首航新能 | 4.31 | 32268 | 390.99 | | 600284 | 浦东建设 | 3.80 | 29903 | 380.06 | | 300388 | 节能国祯 | 8.40 | 28530 | 379.17 ...

按业务类型细分，2025年第二季度，公司新签勘察设计咨询项目数量总计为199个，新签项目金额为人 民币5087.62万元，新签项目数量较上年同期减少19.76%，新签项目金额较上年同期减少13.86%。2025 年上半年，公司累计新签勘察设计咨询项目数量总计为284个，累计新签项目金额为人民币8466.22万 元，累计新签项目数量较上年同期减少31.40%，累计新签项目金额较上年同期减少53.86%。 截至2025年第二季度末，公司不存在已签订但尚未执行的重大项目情况。以上数据仅为阶段性数据且未 经审计，可能与定期报告披露的数据存在差异，仅供投资者参阅。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 本周关注点 公司公告汇总：2025年第二季度浦东建设新签工程施工项目金额较上年同期减少22.53% 公司公告汇总 2025年第二季度，浦东建设新签工程施工项目数量总计为52个，新签项目金额为人民币327784.44万 元，新签项目数量较上年同期减少1.89%，新签项目金额较上年同期减少22.53%。2025年上半年，公司 累计新签工程 ...

Group 1 - The core point of the article highlights the financial performance and project signing status of Pudong Construction as of July 30, 2025, indicating a mixed performance in terms of new project signings and financial inflows [1][2][4] Group 2 - On July 30, 2025, Pudong Construction's stock closed at 7.11 yuan, up 3.64%, with a turnover rate of 4.42% and a trading volume of 428,500 shares, amounting to a total transaction value of 302 million yuan [1] - The net inflow of main funds was 37.70 million yuan, accounting for 12.49% of the total transaction value, while retail investors experienced a net outflow of 38.57 million yuan, representing 12.78% of the total transaction value [2][4] - In the second quarter of 2025, the company signed a total of 52 new engineering construction projects with a total value of 327.78 million yuan, reflecting a decrease of 1.89% in project quantity and a decrease of 22.53% in project value compared to the same period last year [2][4] - For the first half of 2025, the cumulative number of new engineering construction projects was 112, with a total value of 859.96 million yuan, showing an increase of 19.15% in project quantity but a decrease of 14.60% in project value year-on-year [2][3] - In terms of surveying and design consulting projects, the company signed 199 new projects in the second quarter of 2025, with a total value of 50.88 million yuan, which is a decrease of 19.76% in project quantity and a decrease of 13.86% in project value compared to the same period last year [3] - Cumulatively, for the first half of 2025, the company signed 284 surveying and design consulting projects with a total value of 84.66 million yuan, reflecting a significant decrease of 31.40% in project quantity and a decrease of 53.86% in project value year-on-year [3]

Group 1: Core Business Performance - In Q2 2025, the company signed a total of 52 new construction projects with a total contract value of RMB 327,784.44 million, representing a 1.89% decrease in project quantity and a 22.53% decrease in project value compared to the same period last year [1] - For the first half of 2025, the company signed a total of 112 new construction projects with a total contract value of RMB 859,962.89 million, showing a 19.15% increase in project quantity but a 14.60% decrease in project value year-on-year [1] Group 2: Service Sector Performance - In Q2 2025, the company signed a total of 199 new surveying and design consulting projects with a total contract value of RMB 5,087.62 million, reflecting a 19.76% decrease in project quantity and a 13.86% decrease in project value compared to the same period last year [2] - For the first half of 2025, the company signed a total of 284 new surveying and design consulting projects with a total contract value of RMB 8,466.22 million, indicating a 31.40% decrease in project quantity and a significant 53.86% decrease in project value year-on-year [2] Group 3: Project Execution Status - As of the end of Q2 2025, the company has no major projects signed but not yet executed [3]

证券代码：600284 证券简称：浦东建设 公告编号：临 2025-023 上海浦东建设股份有限公司 关于2025年第二季度主要经营数据情况的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重 大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 根据上海证券交易所发布的《上市公司行业信息披露指引第八号—建筑》规 定，现将上海浦东建设股份有限公司（以下简称公司）2025 年第二季度主要经 营数据（未经审计）公告如下： 2025 年第二季度，公司新签勘察设计咨询项目数量总计为 199 个，新签项 （一） 建筑业 2025 年第二季度，公司新签工程施工项目数量总计为 52 个，新签项目金额 为人民币 327,784.44 万元，新签项目数量较上年同期减少 1.89%，新签项目金 额较上年同期减少 22.53%。 2025 年上半年，公司累计新签工程施工项目数量总计为 112 个，累计新签 项目金额为人民币 859,962.89 万元，累计新签项目数量较上年同期增加 19.15%， 累计新签项目金额较上年同期减少 14.60%。 | 经营数据 | 基建工程 | 房屋建设 | 建筑装饰 ...

Core Viewpoint - Pudong Construction has secured a significant number of major projects recently, indicating strong competitiveness in the construction industry despite market uncertainties [2][3]. Group 1: Recent Project Wins - Pudong Construction announced it has won 23 major projects with a total bid amount of 1.964 billion yuan [2]. - The projects include various significant developments such as the new emergency material reserve center and a data center for the Zhangjiang New Economy Industrial Park [2]. - Since 2025, the company has consistently won large contracts, including 16 projects worth 1.803 billion yuan in January and 15 projects worth 1.702 billion yuan in March [2]. Group 2: Financial Performance - In Q1 2025, Pudong Construction signed 60 new engineering projects with a total value of 5.322 billion yuan, representing a 46.34% increase in project quantity year-on-year, although the project value decreased by 8.86% [2]. - The company's revenue and net profit for Q1 2025 were 3.526 billion yuan and 119 million yuan, respectively, reflecting year-on-year declines of 41.33% and 18.48% [3]. - The decline in revenue and profit is attributed to changes in market project deployment and delays in the commencement of some new contracts [3]. Group 3: Company Background and R&D Investment - Established in 1998, Pudong Construction's main business includes construction engineering, design consulting, and infrastructure project investment [3]. - The company has seen revenue growth from 3.825 billion yuan in 2013 to 18.86 billion yuan in 2024, while net profit has fluctuated but has shown positive growth since 2020 [3]. - Pudong Construction has invested significantly in R&D, with total R&D expenses reaching 2.497 billion yuan from 2020 to 2024, and has a dedicated R&D team of 323 employees, accounting for 22.28% of the total workforce [4][5].

Group 1: Company Announcements - Changchun High-tech plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global strategy and international brand image [1] - Saisir reported June sales of 46,086 new energy vehicles, a year-on-year increase of 4.44%, with a total of 172,100 units sold in the first half of the year, down 14.35% year-on-year [1] - Hangzhou High-tech announced a change in controlling shareholder to Jirong Weiye, with stock resuming trading on July 2, 2025 [1] Group 2: Financial Performance - Guomai Technology expects a net profit of 125 million to 156 million yuan for the first half of 2025, a year-on-year increase of 60.52% to 100.33% [2] - Kid King anticipates a net profit of 120 million to 160 million yuan for the first half of 2025, representing a year-on-year growth of 50% to 100% [2] - Mould Technology received a project from a well-known North American electric vehicle company, with expected total sales of 1.236 billion yuan over five years [3] Group 3: Regulatory and Compliance - *ST Yuancheng is under investigation by the China Securities Regulatory Commission for suspected false disclosures in financial reports [4] - The company received a notice of investigation on July 1, 2025, which may lead to significant penalties and potential delisting [4] Group 4: Market Activity - Changcheng Military Industry's stock has experienced significant volatility, with a cumulative price deviation exceeding 20% over three trading days, indicating potential irrational speculation [5] - Anglikang has only one innovative drug project, ALK-N001, currently in Phase I clinical trials, highlighting the long and uncertain nature of drug development [6] Group 5: Sales and Contracts - Beiqi Blue Valley's subsidiary reported a 139.73% year-on-year increase in sales for the first half of the year [7] - Dong'an Power's engine sales in June increased by 82.79% year-on-year [7] - Pudong Construction's subsidiary won multiple major projects with a total bid amount of 1.964 billion yuan [7]

1 | | | | | 10,465.20 （ 其 中 上 海 | | --- | --- | --- | --- | --- | | | 上海市浦东新区建设 | | | 市 浦 东 新 区 | | 8 | （集团）有限公司, | 上海黎明资源再利用有 | 张江在线新经济产业园配套 | 建设（集团） | | | 上海一建安装工程有 限公司 | 限公司 | 数据中心项目 | 有 限 公 司 对 应 合 同 金 额 | | | | | | 1,913.59158 | | | | | | 2 万元） | | | | | | 3,279.59 （ 其 中 设 计 | | | 上海市浦东新区建设 | 上海市浦东新区军队离 | 上海市浦东新区金桥综合服 | 报价 95.80 万 | | | （集团）有限公司， | | | | | 9 | 上海市建筑装饰工程 | 休退休干部服务管理中 | 务中心（军休大学）拟装修 | 元，施工报价 | | | 集团有限公司 | 心 | 改造项目 | 3,183.7898 | | | | | | 万元，勘察报 | | | | | | 价无） | | | 上海市浦东新区建设 | 上海市浦东新区 ...

证券代码：600284 证券简称：浦东建设 公告编号：临 2025-021 上海浦东建设股份有限公司2024年年度权益分派实施公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 每股分配比例 A 股每股现金红利0.10元（含税） 相关日期 3. 分配方案： 本次利润分配以方案实施前的公司总股本970,256,000股为基数，每股派发现 金红利0.10元（含税），共计派发现金红利97,025,600.00元（含税）。 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/5/22 | － | 2025/5/23 | 2025/5/23 | 差异化分红送转： 否 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 4 月 18 日的2024年年度股东大会审议通过。 二、 分配方案 1. 发放年度：2024年年度 2. 分派对象： 截至股权登记日下午上海证券交易所收市后， ...

Group 1 - The Free Trade Port concept declined by 1.28%, ranking among the top declines in concept sectors, with Shanghai Yashi, Wanlin Logistics, and Hainan Mining showing significant drops [1] - Among the stocks in the Free Trade Port sector, 10 stocks increased, with Hainan Ruize, Haima Automobile, and Xinlong Holdings leading the gains at 2.88%, 2.43%, and 2.20% respectively [1] Group 2 - The Free Trade Port sector experienced a net outflow of 228 million yuan, with 20 stocks seeing net outflows, and 5 stocks exceeding 30 million yuan in outflows [2] - The stock with the highest net outflow was Beibu Gulf Port, with a net outflow of 91.13 million yuan, followed by Huamao Logistics, Dongfang Chuangye, and Jinjiang Shipping [2] - The stocks with the highest net inflows included China Duty Free, Pudong Construction, and Haima Automobile, with net inflows of 57.67 million yuan, 44.46 million yuan, and 14.81 million yuan respectively [2]